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Grateful

3/18/2013

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Back in Oct-06, I joined a really fast growing mid-sized software company with an exceptional business model. I was given the responsibility of owning our business systems.  We started our mission of using systems for productivity by implementing Salesforce and NetSuite.  It was my first experience with cloud-based business applications (CRM and ERP).  It was an incredible experience, and I am grateful for that beyond measure. 

Here is a quick business review we wrote within the first year of our usage of Salesforce and NetSuite:
Challenges:
  • Global software company with disciplined sales linearity resulting in 60,000 customers in 170 countries
  • Complex revenue-reporting requirements compounded by variations in currencies, taxes, and accounting-compliance regulations
  • Legacy IT infrastructure not optimal for cohesive reporting, analysis and forecasting
Solution:
  • Replaced QuickBooks, spreadsheets, and custom programming with Salesforce.com and NetSuite OneWorld
  • International roll out in just 6 months to 10 subsidiaries in North America, Ireland, Czech Republic and Singapore
  • Implementation included marketing campaign-to-opportunity, order-to-cash, procure-to-pay, customer support tracking, and integration between Salesforce.com and NetSuite
  • Managing complex revenue recognition rules directly in NetSuite, instead of relying on spreadsheets to insure compliance
ResultsCut administrative costs by 30% with simplified billing, while continuing to grow
  • Achieved 3-month ROI with Salesforce and NetSuite
  • Instant reliability and visibility across customers, geographies, products, and employees
  • Doubled the customer support case load without having to increase staff at the same rate
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  • Firm Overview
    • What We Know
    • What We Deliver
    • What Our Customers Say
    • Leadership Team
  • Practice Areas
    • Advisory Consulting
    • Salesforce Consulting
    • NetSuite Consulting
    • Salesforce and NetSuite Integration
    • Managed Services
    • Private Equity Relationships
  • Customers
  • CX App
    • Installation Guide
  • Careers
  • Resources
    • NetSuite Video Demonstrations
    • Policies & Agreements
  • Contact Us